Category: Uncategorized

Think You Are Able To Avoid Probate? Three Common Mistakes We See

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Did you know that going through probate can be a costly and timely process. Are you not concerned because you do not believe your estate will be subject to probate? Let us take a look at three mistakes we see when people think they can avoid probate.  1. Far too many people operate under the… Read more »

7 Tips for Helping Seniors Avoid Isolation During COVID-19 and Beyond

7-tips-for-helping-seniors-avoid-isolation-during-covid-19-and-beyond

Have you been wondering how best to help your aging parent or other senior loved ones avoid isolation during the Coronavirus pandemic? While it can be tough to be limited in your ability to visit in person, there may be many ways to maintain connection to your loved ones and encourage them to remain connected… Read more »

Creating an Estate Plan that Includes Digital Assets in the New Year

creating-an-estate-plan-that-includes-digital-assets-in-the-new-year

Do you find it unbelievable that 2021 has finally arrived? As we continue to live in the heart of a digital era, people may be realizing the far reaching implications this can have on their lives and plans, estate planning included. Have you created an estate plan, which includes your digital assets? Let us go… Read more »

Make Your Dream Come True Day

Make-Your-Dream-Come-True-Day

Did you know that the 13th of January is Make Your Dream Come True Day? Celebrated the same day annually, this day is meant to provide people with an explicit opportunity to realize dreams and goals. In honor of Make Your Dream Come True Day, let us reflect on our vision for the future and… Read more »

5 Tips for Talking to Your Loved Ones About Long-Term Care Planning Over the Holidays

5-tips-for-talking-to-your-loved-ones-about-long-term-care-planning-over-the-holidays

The holiday season is often a time for families to celebrate the season. Since it may also be the only time of the year that many families are able to gather all together, however, have you considered that it can also be a good opportunity to discuss long term care planning for older or disabled… Read more »

Evaluating Your Options During Medicare Open Enrollment

Evaluating-Your-Options-During-Medicare-Open-Enrollment

Have you heard that the Medicare Open Enrollment period begins October 15 and ends December 7? This is an annual event. Given the COVID-19 pandemic, it may be more important than ever for beneficiaries to review and choose the plan that best suits their health care needs. Every year, Medicare health and drug plans make… Read more »